Live Your Life, Insured with Kim Butler

Live Your Life, Insured with Kim Butler

Episode: Live Your Life, Insured with Kim Butler Live Your Life, Insured with Kim Butler December 16, 2022 When you create tax strategies for your clients, do you discuss the benefits of life insurance and the value it can bring to their investment plans? In this...
The Gift of a Complaint with Janelle Barlow

The Gift of a Complaint with Janelle Barlow

Episode: The Gift of a Complaint with Janelle Barlow The Gift of a Complaint with Janelle Barlow December 1, 2022 Have you ever received a complaint from a client? Were you able to turn a client’s negative experience into something positive for growth? In this...
The Firm of the Future with Martin Bissett

The Firm of the Future with Martin Bissett

Episode: The Firm of the Future with Martin Bissett The Firm of the Future with Martin Bissett October 19, 2022 Accountancy is about to make a leap into the future. Many things will be automated, but are there some things that won’t be? Can a computer provide tax...
Beefed Up IRS with Joe Thorndike

Beefed Up IRS with Joe Thorndike

Episode: Beefed Up IRS with Joe Thorndike Beefed Up IRS with Joe Thorndike October 7, 2022 As CPAs, it’s our role to advocate for our clients. A proper defense starts with a proper understanding of what the rules are. With Biden giving the IRS an additional $80billion...
Interest Rates & Our Future with Richard Duncan

Interest Rates & Our Future with Richard Duncan

Episode: Interest Rates & Our Future with Richard Duncan Interest Rates & Our Future with Richard Duncan September 22, 2022 Are we headed for a recession? Is inflation going to overwhelm the markets? What is the cost reversing inflation? In this episode, Richard...